Overview
Whether you're an Agent looking to review your prospects or an Admin wanting to sort contact records by Team or Office, the Smart CRM filters will help you locate your desired leads quickly and efficiently.
Smart CRM search filters enable you to locate desired leads by specific criteria as well as save lists for frequently used filters.
Smart CRM Filters Overview
General Information
The Smart CRM search filters use both 'AND' and 'OR' logic to generate matching leads. A majority of the search filters use 'OR' logic, however, property details use 'AND' logic. This means some combinations of filters will not return results. If this occurs, check your filters and use the following best practices:
If you find your filters are not returning any results and you think they should:
Start over with one option at a time.
If you see results, open the filters again and select the next criteria.
Keep doing this until you find the filter that is causing the problem, as it may be incompatible with another selected filter.
If you run into a technical issue with the filter that causes it to display the loading icon and never yields results, hit the refresh button in your browser to cancel and reset the page.
Try to avoid being too detailed with selections like 'beds' and 'baths' because it will look for an exact value, as opposed to treating it as 'X or more.'
Filter Descriptions & Logic
Section: Assigned Users
Filter | Type | Description | Logic Used |
Concierge Status | Multi-Select | Filters leads by Concierge status.
ONLY displays if you've purchased the Success Assurance service. | OR |
Lead Status | Multi-Select | Filters leads by Lead status. | OR |
Agent Assigned | Multi-Select | Filters leads assigned to an Agent(s). | OR |
Lender Assigned | Multi-Select | Filters leads assigned to a Lender(s). | OR |
Contact Owner | Multi-Select | Filters leads owned by a specific scope or set of scopes (Agent, Team, or Company). | OR |
Shared By Me | Toggle | Filters leads you've shared with others. | AND |
Shared With | Multi-Select | Filters leads that are both shared by and with you. | OR |
Section: Contact Details
Filter | Type | Description | Logic Used |
Lead Type | Multi-Select | Filters leads by Lead (deal) Type. | OR |
Rating | Multi-Select | Filters leads by rating. | OR |
Hashtags | Multi-Select | Filters leads with a specific or specific set of Hashtags. | AND or OR (option if multiple selected) |
Hashtag is Not | Multi-Select | Filters leads without a specific or specific set of Hashtags. | OR |
No Hashtags | Toggle | Filters leads without any Hashtags. | AND |
Contact Source | Multi-Select | Filters leads with the specified Source(s).
** IF used with System Source filter, 'AND' logic will be used between the 2 ** | OR |
System Source | Multi-Select | Filters leads with the specified System Source(s).
** IF used with Source filter, 'AND' logic will be used between the 2 ** | OR |
Has Phone | Toggle | Filters leads with a phone number. | AND |
No Phone | Toggle | Filters leads without a phone number. | AND |
Has Email | Toggle | Filters leads with a valid email address. | AND |
No Email | Toggle | Filters leads without an email address. | AND |
Subscribed to Text | Toggle | Filters leads who are subscribed to texts. | AND |
Unsubscribed to Text | Toggle | Filters leads who are unsubscribed to texts. | AND |
Subscribed to Emails | Toggle | Filters leads who are subscribed to emails. | AND |
Unsubscribed to Emails | Toggle | Filters leads who are unsubscribed to emails. | AND |
Has Birthday | Toggle | Filters leads with a birth date. | AND |
No Birthday | Toggle | Filters leads without a birth date. | AND |
Has Primary Address | Toggle | Filters leads with a primary address. | AND |
Has No Primary Address | Toggle | Filters leads with without a primary address. | AND |
Has Valuation Address | Toggle | Filters leads with a valuation address. | AND |
Has No Valuation Address | Toggle | Filters leads without a valuation address. | AND |
Created Timeframe | Date Range | Filter leads by a selected timeframe of creation. | AND |
Section: Behavior
Filter | Type | Description | Logic Used |
Has Alerts | Toggle | Filters leads with Search Alerts enabled. | AND |
No Alerts | Toggle | Filters leads without Search Alerts enabled. | AND |
Has Market Reports | Toggle | Filters leads with Market Reports enabled. | AND |
Has No Market Reports | Toggle | Filters leads without Market Reports enabled. | AND |
Does Not Have a Running Campaign | Toggle | Filters leads who do not have a Smart Campaign assigned. | AND |
Contacts with Campaign | Multi-Select | Filters leads with a specific campaign(s). | AND or OR (option if multiple selected) |
Valuation Report Status - Opted-Out | Check Box | Filters leads who are opted-out of a Valuation Report. | AND |
Valuation Report Status - Opted-In | Check Box | Filters leads who are opted-in to a Valuation Report. | AND |
Has Responded Via - Text | Check Box | Filters leads who have replied to you via text message. | OR |
Has Responded Via - Email | Check Box | Filters leads who have replied to you via email. | OR |
Has Responded Via - Phone | Check Box | Filters leads who have replied to you via phone call. | OR |
Saved a Property | Check Box & Date Range | Filters leads who have saved (favorited) a property within a specified date range. | AND |
Last Active | Check Box & Date Range | Filters leads who have been active within a specified date range. | AND |
Next Call | Check Box & Date Range | Filters leads who have an associated call due within a specified date range. | AND |
Asked a Question | Check Box & Date Range | Filters leads who have asked a question through your website within a specified date range. | AND |
Request Showing | Check Box & Date Range | Filters leads who have requested a showing through your website within a specified date range. | AND |
Last Time I Called | Check Box & Date Range | Filters leads who you have called through the Smart CRM or Mobile App within a specified date range. | AND |
Last Email To Contact | Check Box & Date Range | Filters leads who you have emailed through the Smart CRM within a specified date range. | AND |
Last Time I Texted | Check Box & Date Range | Filters leads who you have texted through the Smart CRM or Mobile App within a specified date range. | AND |
Section: Property Interest
The property interest filters lookup data from the "Home Preferences" section of a lead profile.
Filter | Type | Description | Logic Used |
Price Range | Min/Max | Filters leads with property interest details within the min/max price range you've input. | AND |
Locations | Lookup | Filters leads with property interest details within the location(s) you've input. | AND |
Matching Buyers | Lookup | Filters leads with a specific MLS ID or Address in their profile. | AND |
Baths | Single-Select | Filters leads with property interest matching the exact # of baths input. | AND |
Beds | Single-Select | Filters leads with property interest matching the exact # of beds input. | AND |
How to Save a Filter
Smart CRM filters can be saved so you can quickly access your frequent searches. Any saved filters will be included in the 'Saved Filter' dropdown within the filters section.
To save a filter:
Log in to btPRO.
Click on Smart CRM.
Click on the black arrow directly between Playbooks and Smart CRM to expand filter options.
Select all desired criteria for your filter.
Once all criteria is added, click 'Save Filters'.
In the pop-up that appears, enter a Filter Name.
Click 'Save New Filter'.
How to Apply a Saved Filter
Any saved filters will be included in the 'Saved Filters' dropdown within the filters section.
Simply select the saved filter to quickly filter your leads.
How to Manage Filters
If you need to rename, pin, or remove a Saved Filter:
Log in to btPRO.
Click on Smart CRM.
Click on the black arrow directly between Playbooks and Smart CRM to expand filter options.
Click on the Manage button to open filter settings.
In the pop-up that appears, take your desired action:
Rename your filter
Add a Quick link on CRM to 'pin' the filter to the top of the Smart CRM page.
Or, click 'X' to delete a Saved Filter entirely.
Click Save.
Have questions? Please reach out to PRO Support via the blue chat bubble to the right or by emailing prosupport@insiderealestate.com!
(Keywords: filter, smart CRM, CRM, filters)